When you log in to your account you will be taken to your dashboard. The dashboard will give you a quick status view of recent workspace activity and actions that are assigned to you. You can click on ‘View All’ under any of the sections to see more.
On the left menu panel, you can navigate between the Dashboard, Documents, Contacts, Templates, Keyword Library, Clause Library, Archives, and Tools. On the top menu panel, you can navigate between workspaces, platform mode, adding new items to your workspace, notifications, and your settings. Click on any of these to be taken to a detailed overview on how to use each section.